Savant Wealth Management in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a key partner to Advisors. You will manage client requests, maintain accurate information, and ensure a polished, personal experience in a fast-paced wealth management environment.
You will support the team with task coordination, account paperwork, and proactive client service, contributing to a collaborative culture and smooth office operations at our Wellesley
#J-18808-LjbffrWealth Client Services Specialist in wellesley at Unknown Company
This position is listed as full time and onsite.